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WealthPLAN Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

WealthPLAN Partners’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,412
Closed -$317K – 296
2024
Q2 		$317K Buy
8,412
+14
+0.2% +$521 0.03% 246
2024
Q1 		$304K Buy
8,398
+282
+3% +$9.92K 0.03% 259
2023
Q4 		$287K Buy
8,116
+484
+6% +$16.5K 0.03% 269
2023
Q3 		$256K Buy
7,632
+305
+4% +$10.5K 0.03% 276
2023
Q2 		$252K Buy
7,327
+100
+1% +$3.42K 0.04% 259
2023
Q1 		$247K Hold
7,227
– – 0.03% 274
2022
Q4 		$252K Buy
+7,227
New +$234K 0.02% 336
2022
Q1 		$242K Hold
6,658
– – 0.02% 350
2021
Q4 		$278K Buy
6,658
+779
+13% +$33.3K 0.02% 327
2021
Q3 		$250K Sell
5,879
-137
-2% -$5.95K 0.02% 337
2021
Q2 		$262K Buy
6,016
+140
+2% +$6.27K 0.02% 310
2021
Q1 		$258K Buy
5,876
+38
+0.7% +$1.7K 0.02% 287
2020
Q4 		$265K Sell
5,838
-6
-0.1% -$238 0.02% 284
2020
Q3 		$230K Sell
5,844
-628
-10% -$22.9K 0.02% 283
2020
Q2 		$237K Sell
6,472
-548
-8% -$17.1K 0.02% 273
2020
Q1 		$214K Sell
7,020
-197,528
-97% -$6.79M 0.03% 230
2019
Q4 		$7.64M Buy
204,548
+6,113
+3% +$220K 0.9% 29
2019
Q3 		$7.1M Buy
198,435
+12,897
+7% +$448K 0.97% 25
2019
Q2 		$6.25M Buy
185,538
+8,011
+5% +$284K 0.94% 28
2019
Q1 		$6.11M Buy
177,527
+8,796
+5% +$306K 0.95% 27
2018
Q4 		$5.86M Sell
168,731
-731
-0.4% -$24.1K 0.94% 27
2018
Q3 		$5.52M Buy
169,462
+35,933
+27% +$1.27M 1.01% 23
2018
Q2 		$4.72M Buy
133,529
+7,666
+6% +$289K 0.97% 24
2018
Q1 		$4.95M Buy
125,863
+25,133
+25% +$1.01M 1.09% 17
2017
Q4 		$3.84M Buy
+100,730
New +$3.75M 1.03% 18
2016
Q3 		– Sell
-42
Closed -$1 – 1064
2016
Q2 		$1 Buy
+42
New +$1.14K ﹤0.01% 2587
2015
Q4 		$2 Buy
+84
New +$2.31K ﹤0.01% 1736
2015
Q2 		$1K Buy
+42
New +$1.42K ﹤0.01% 412

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthPLAN Partners's SPEM Position: Q3 2024 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2024, closing a stake of 8,412 shares — an estimated $317K sold.

WealthPLAN Partners first reported a position in SPEM in Q2 2015 and held it in 28 quarters. The position peaked at $7.64M in Q4 2019. 769 funds tracked by Wall St. Rank hold SPEM as of Q3 2024.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 8,412 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2024, an estimated $317K.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2015 and held it in 28 quarters.
  • WealthPLAN Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.64M in Q4 2019.
  • 769 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.